VB vs AFSM5YVBVBAvsBAFSMAFSMVanguard Morningstar Small-Cap ETF · $76.9BFirst Trust Active Factor Small Cap ETF · $136MReturns · dividends in+18.0%3 years · per year$16,444 · $17,022+19.4%+5.9%5 years · per year$13,289 · $14,330+7.5%Cost and income0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%1.25%
Overlap: VB, AFSM, IJHToday41.5%most shared, VB and IJHVBAFSMIJHVB—9.6%41.5%AFSM9.6%—7.3%IJH41.5%7.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
VB vs AFSM5YAVBVanguard Morningstar Small-Cap$13,289vsAFSMBFirst Trust Active Factor Small Cap$14,330$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.52%−1.1%+19.5%+21.4%+19.4%+7.5%−9.6%$136M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3AVBVanguard Morningstar Small-Cap ETFReadDesk0.03%1.25%−1.3%+14.1%+15.6%+18.0%+5.9%−9.0%$76.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BAFSMFirst Trust Active Factor Small Cap ETFReadDesk0.75%0.52%−1.1%+19.5%+21.4%+19.4%+7.5%−9.6%$136M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3AVBVanguard Morningstar Small-Cap ETFReadDesk0.03%1.25%−1.3%+14.1%+15.6%+18.0%+5.9%−9.0%$76.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
IWM vs VBYTDiSharesIWMiSA+13.9%vsBVVBVanguard+14.1%Jan 1Nov 12+13.9%+14.1%+13.9%Year to date+14.1%1.0%Yield1.3%$76.6BAssets$76.9B2–0VB winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: VB, AFSM, IJHToday41.5%most shared, VB and IJHVBAFSMIJHVB—9.6%41.5%AFSM9.6%—7.3%IJH41.5%7.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$122most kept, VBVB$125 − $3 = $122IJH$122 − $5 = $117AFSM$52 − $75 = −$23KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee